TRRCX vs. TRRDX
Compare and contrast key facts about T. Rowe Price Retirement 2030 Fund (TRRCX) and T. Rowe Price Retirement 2040 Fund (TRRDX).
TRRCX is managed by T. Rowe Price. It was launched on Sep 29, 2002. TRRDX is managed by T. Rowe Price. It was launched on Sep 29, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRCX or TRRDX.
Correlation
The correlation between TRRCX and TRRDX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TRRCX vs. TRRDX - Performance Comparison
Key characteristics
TRRCX:
1.07
TRRDX:
1.27
TRRCX:
1.46
TRRDX:
1.76
TRRCX:
1.20
TRRDX:
1.23
TRRCX:
1.37
TRRDX:
1.86
TRRCX:
6.75
TRRDX:
7.88
TRRCX:
1.35%
TRRDX:
1.68%
TRRCX:
8.49%
TRRDX:
10.45%
TRRCX:
-52.28%
TRRDX:
-53.50%
TRRCX:
-6.34%
TRRDX:
-5.95%
Returns By Period
In the year-to-date period, TRRCX achieves a 7.39% return, which is significantly lower than TRRDX's 11.07% return. Over the past 10 years, TRRCX has underperformed TRRDX with an annualized return of 7.23%, while TRRDX has yielded a comparatively higher 8.41% annualized return.
TRRCX
7.39%
-4.60%
0.43%
7.98%
6.53%
7.23%
TRRDX
11.07%
-4.00%
1.96%
11.72%
8.29%
8.41%
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TRRCX vs. TRRDX - Expense Ratio Comparison
TRRCX has a 0.59% expense ratio, which is lower than TRRDX's 0.61% expense ratio.
Risk-Adjusted Performance
TRRCX vs. TRRDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2030 Fund (TRRCX) and T. Rowe Price Retirement 2040 Fund (TRRDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
TRRCX vs. TRRDX - Dividend Comparison
Neither TRRCX nor TRRDX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 0.00% | 1.96% | 1.98% | 1.09% | 1.09% | 1.89% | 1.97% | 1.54% | 1.60% | 1.70% | 5.65% | 1.28% |
TRRDX T. Rowe Price Retirement 2040 Fund | 0.00% | 1.50% | 1.53% | 0.74% | 0.82% | 1.66% | 1.69% | 1.32% | 1.38% | 1.42% | 5.27% | 1.07% |
Drawdowns
TRRCX vs. TRRDX - Drawdown Comparison
The maximum TRRCX drawdown since its inception was -52.28%, roughly equal to the maximum TRRDX drawdown of -53.50%. Use the drawdown chart below to compare losses from any high point for TRRCX and TRRDX. For additional features, visit the drawdowns tool.
Volatility
TRRCX vs. TRRDX - Volatility Comparison
T. Rowe Price Retirement 2030 Fund (TRRCX) has a higher volatility of 3.58% compared to T. Rowe Price Retirement 2040 Fund (TRRDX) at 3.34%. This indicates that TRRCX's price experiences larger fluctuations and is considered to be riskier than TRRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.